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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,209 | $81,358+89.5% | $155,556-0.9% | $80,959+90.5% |
| Participation rate | 93.3% | 66.3%+27.1pp | 78.2%+15.1pp | 67.7%+25.7pp |
| Annual return | 13.62% | 33.39%-19.8pp | 64.84%-51.2pp | 35.67%-22.0pp |
| Employer contribution / active EE | $5,562 | $3,106+79.1% | $4,675+19.0% | $2,757+101.7% |
| Participant deferral / active EE | $5,333 | $3,455+54.3% | $5,631-5.3% | $4,300+24.0% |
| Admin fee / account holder | $487 | $7,994-93.9% | $15,885-96.9% | $6,925-93.0% |